Guardian Wealth Advisors (North Carolina)’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,308
+140
+4% +$42.7K 0.07% 140
2025
Q1
$913K Buy
3,168
+1,113
+54% +$321K 0.07% 136
2024
Q4
$498K Buy
2,055
+97
+5% +$23.5K 0.04% 190
2024
Q3
$476K Sell
1,958
-31
-2% -$7.54K 0.05% 169
2024
Q2
$428K Buy
1,989
+20
+1% +$4.3K 0.05% 173
2024
Q1
$405K Sell
1,969
-22
-1% -$4.53K 0.05% 181
2023
Q4
$381K Sell
1,991
-62
-3% -$11.9K 0.06% 168
2023
Q3
$352K Sell
2,053
-19
-0.9% -$3.26K 0.06% 165
2023
Q2
$369K Buy
2,072
+11
+0.5% +$1.96K 0.06% 153
2023
Q1
$378K Buy
+2,061
New +$378K 0.07% 144